Jack in the Box Ownership | Who Owns Jack in the Box?

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Jack in the Box Ownership Summary

Jack in the Box is owned by 104.26% institutional investors, 1.83% insiders. Blackrock is the largest institutional shareholder, holding 15.24% of JACK shares. American Funds SMALLCAP World A is the top mutual fund, with 8.53% of its assets in Jack in the Box shares.

JACK Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Jack in the Box	104.26%	1.83%	-6.09%
Sector	Consumer Cyclical Stocks	59.80%	12.55%	27.65%
Industry	Restaurants Stocks	73.98%	8.98%	17.04%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	3.00M	15.24%	$152.60M
Vanguard group	2.57M	13.06%	$130.74M
Capital world investors	1.61M	8.17%	$81.84M
Biglari capital	1.07M	5.46%	$54.70M
Lsv asset management	967.33K	4.92%	$49.28M
State street	749.28K	3.81%	$38.17M
Allspring global investments	626.96K	3.19%	$31.94M
Macquarie group	615.43K	3.13%	$31.35M
Victory capital management	557.67K	2.84%	$28.41M
Dimensional fund advisors lp	455.07K	2.32%	$23.18M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Biglari, sardar	84.72K	14.62%	$4.32M
Biglari capital	1.07M	8.33%	$54.70M
Callodine capital management, lp	280.00K	3.33%	$14.26M
Ipg investment advisors	151.28K	1.68%	$7.71M
Bridge city capital	32.86K	0.56%	$1.67M
Keeley-teton advisors	67.54K	0.44%	$3.44M
Emerald mutual fund advisers trust	157.78K	0.42%	$8.04M
Emerald advisers	194.49K	0.42%	$9.91M
Chartwell investment partners	201.31K	0.36%	$10.26M
Clearline capital lp	250.43K	0.35%	$12.76M

Top Buyers

Holder	Shares	% Assets	Change
Victory capital management	557.67K	0.03%	403.42K
Callodine capital management, lp	280.00K	3.33%	280.00K
Wellington management group llp	250.27K	0.00%	250.27K
Vanguard group	2.57M	0.00%	230.84K
Clearline capital lp	250.43K	0.35%	144.63K

Top Sellers

Holder	Shares	% Assets	Change
Arrowstreet capital, limited partnership	159.69K	0.01%	-402.60K
T. rowe price investment management	-	-	-310.60K
Bnp paribas asset management	-	-	-128.80K
Northern right capital management	-	-	-102.67K
Armistice capital	-	-	-95.00K

New Positions

Holder	Shares	% Assets	Change	Value
Callodine capital management, lp	280.00K	3.33%	280.00K	$14.26M
Wellington management group llp	250.27K	0.00%	250.27K	$12.75M
Capital fund management	101.80K	0.02%	101.80K	$5.19M
Norges bank	97.84K	0.00%	97.84K	$4.98M
Manning & napier advisors	65.00K	0.04%	65.00K	$3.31M

Sold Out

Holder	Change
Sjs investment consulting	-2.00
Dinuzzo private wealth	-2.00
Jfs wealth advisors	-7.00
Parkside financial bank & trust	-9.00
Advisornet financial	-13.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	226	-1.31%	20,529,321	1.15%	104	0.98%	106	-7.02%	75	8.70%
Jun 30, 2024	229	-	20,295,129	2.02%	103	1.01%	114	28.09%	69	-21.59%
Mar 31, 2024	229	-2.55%	19,892,636	-3.83%	101	0.94%	89	-21.24%	88	18.92%
Dec 31, 2023	235	7.31%	20,684,081	3.16%	103	1.10%	113	11.88%	74	-9.76%
Sep 30, 2023	219	-1.79%	20,051,278	-3.33%	97	0.95%	101	4.12%	82	7.89%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Funds SMALLCAP World A	1.61M	8.53%	-
iShares Core S&P Small-Cap ETF	1.24M	6.58%	636.00
Allspring Special Small Cap Value A	602.25K	3.20%	1.00K
Vanguard Total Stock Mkt Idx Inv	601.98K	3.20%	-
iShares Russell 2000 ETF	529.34K	2.81%	-2.02K
Vanguard Small Cap Index	455.58K	2.42%	-27.66K
Delaware Small Cap Core I	437.88K	2.29%	-2.71K
Macquarie Small Cap Core I	311.56K	1.65%	-126.33K
Vanguard Small Cap Value Index Inv	302.46K	1.61%	-23.30K
OPORT2 A	289.90K	1.54%	52.60K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 23, 2024	SUPER SARAH L	SVP, CHF LEGAL & RISK OFFICER	Sell	$17.55K
Dec 23, 2024	SUPER SARAH L	SVP, CHF LEGAL & RISK OFFICER	Sell	$8.51K
Dec 23, 2024	SUPER SARAH L	SVP, CHF LEGAL & RISK OFFICER	Sell	$42.34K
Dec 23, 2024	COOK RICHARD D	SVP, CHIEF TECHNOLOGY OFFICER	Sell	$35.66K
Dec 23, 2024	COOK RICHARD D	SVP, CHIEF TECHNOLOGY OFFICER	Sell	$7.17K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	31
2024 Q3	-	1
2024 Q2	-	3
2024 Q1	-	3
2023 Q4	-	30

JACK Ownership FAQ

Who Owns Jack in the Box?

Jack in the Box shareholders are primarily institutional investors at 104.26%, followed by 1.83% insiders and -6.09% retail investors. The average institutional ownership in Jack in the Box's industry, Restaurants Stocks , is 73.98%, which Jack in the Box exceeds.

Who owns the most shares of Jack in the Box?

Jack in the Box’s largest shareholders are Blackrock (3M shares, 15.24%), Vanguard group (2.57M shares, 13.06%), and Capital world investors (1.61M shares, 8.17%). Together, they hold 36.48% of Jack in the Box’s total shares outstanding.

Does Blackrock own Jack in the Box?

Yes, BlackRock owns 15.24% of Jack in the Box, totaling 3M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 152.6M$. In the last quarter, BlackRock decreased its holdings by -30.599K shares, a -1.01% change.

Who is Jack in the Box’s biggest shareholder by percentage of total assets invested?

Biglari, sardar is Jack in the Box’s biggest shareholder by percentage of total assets invested, with 14.62% of its assets in 84.72K Jack in the Box shares, valued at 4.32M$.

Who is the top mutual fund holder of Jack in the Box shares?

American Funds SMALLCAP World A is the top mutual fund holder of Jack in the Box shares, with 8.53% of its total shares outstanding invested in 1.61M Jack in the Box shares.

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